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PME Fund Application

In order to qualify for the PME Fund, the following criteria must be met:

The majority Shareholder(s) of the start-up must be a member(s) of the Jewish Community.

The majority Shareholder(s) of the start-up must be between the ages of 18 and 40.

The applicant must reside in the greater Montreal area.

The start-up business must be based in the greater Montreal area and in operation for less than two years.

The applicant must have two letters of reference.

The applicant must submit the following: a PME Fund application form, a CV, a business plan including three year cash flows, income statements and balance sheets, and a detailed list of the required funds and uses.

The applicant must be willing to supply any additional information upon request.

The applicant must personally present and explain his/her business plan to the ProMontreal Entrepreneurs Board.

The applicant must respect the deadlines for submission.

The applicant must provide the Program Manager of ProMontreal Entrepreneurs a recent credit bureau report from Equifax or Trans Union.

PME Fund Application Form

Business Information

Amount requested: $

Purpose:

Operating: $

Leaseholds: $

Equipment: $

Other: $

Details regarding purpose of the investment:

Full legal name:

Trade name:

Address

City

Province

Postal Code/Zip

Phone (Bus.)

Phone (Fax)

E-mail

Company url, if any

LinkedIn account

Twitter account, if any

Facebook page, if any

Describe your company in 50 characters or less.

If you have an online demo, what is the url?

(Please don't password protect it; just use an obscure url.)

Business start-up date

/

/

(yyyy/mm/dd)

Fiscal year end:

/

(dd/mm)

Principal owner:

Ownership:

Role/function:

Full time:

Have you ever submitted an application with ProMontreal Entrepreneurs?

please indicate the year and the business name.

Failure to do so, will result with your application not being given any further consideration.

Is there an another principal owner?:

Principal owner 2:

Ownership 2:

Role/function 2:

Full time: 2

Is there an another principal owner?:

Principal owner 3:

Ownership 3:

Role/function: 3

Full time: 3

Has your business ever filed for bankruptcy or defaulted on any debts?

Is your business a party to any claim or lawsuit?

Has this business guaranteed the financial commitments of others?

Are any taxes (GST, QST, business, real property) in arrears?

If “yes” to any of above, please provide details.

Personal Information

First Name

Last Name

Maiden name:

Address 1

City

Province

Postal Code/Zip

Phone (home)

Phone (cell)

Marital status:

No. of dependent children:

Birth date:

/

/

Work Information

Company

Position:

Salary per annum:

Start date:

/

/

(yyyy/mm/dd)

Address 1

City

Province

Postal Code/Zip

Province

E-mail

Spousal Information

First Name

Last Name

Maiden name:

Spousal Work Information

Company

Position:

Salary per annum:

Start date:

/

/

(yyyy/mm/dd)

Address 1

City

Province

Postal Code/Zip

Phone (Bus.)

E-mail

Personal Balance Sheet

Personal Balance Sheet as of:

/

/

Assets

Deposits:

Cash:

Term deposit:

Mutual funds:

Stocks:

RRSPs:

Residence:

Real estate:

Vehicle:

Other (please specify):

Total Assets:

Liabilities

Mortgage(s):

Loans:

Credit cards:

Personal line of credit:

Other (please specify):

Total Liabilities:

Net Worth

Total Assets minus Total Liabilities:

Personal Income Statement

Gross monthly income:

Spouse’s gross monthly income:

Other $ (please specify):

Total Income:

Monthly Payments

Mortgage:

Property taxes:

Loan payments:

Credit card payments:

Support payments:

Rent:

Other: $

(Please specify):

Total Expenses:

Have you ever filed for bankruptcy or defaulted on any debts?

Are you a party to any claim or lawsuit?

Have you personally guaranteed the loans or financial commitments of others?